---
title: "Research Alert: CFRA Maintains Buy Opinion On Shares Of Flex Ltd."
description: "CFRA maintains a Buy rating on Flex Ltd., setting a 12-month target price of $78 based on a 20x CY 27 EPS estimate of $3.92. They raised FY 26 EPS to $3.23 and kept FY 27 at $3.56, citing strong Q3 FY"
type: "news"
locale: "en"
url: "https://longbridge.com/en/news/275159258.md"
published_at: "2026-02-06T17:05:00.000Z"
---

# Research Alert: CFRA Maintains Buy Opinion On Shares Of Flex Ltd.

> CFRA maintains a Buy rating on Flex Ltd., setting a 12-month target price of $78 based on a 20x CY 27 EPS estimate of $3.92. They raised FY 26 EPS to $3.23 and kept FY 27 at $3.56, citing strong Q3 FY 26 results with revenue up 8% Y/Y to $7.1 billion and a record operating margin of 6.5%. The firm highlights Flex's strategic pivot towards data center solutions and partnerships with NVIDIA and LG as key competitive advantages.

12:05 PM EST, 02/06/2026 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

We maintain our 12-month target price at $78 on 20x our CY 27 EPS view of $3.92, above its three-year historical average, reflecting a long-term favorable mix shift toward higher-margin data center solutions. We lift our FY 26 (Mar.) EPS view to $3.23 from $3.14 and keep FY 27's at $3.56. We maintain our Buy rating as we believe FLEX remains well-positioned to capitalize on secular AI infrastructure demand. Q3 FY 26 exceeded guidance across all metrics, with revenue up 8% Y/Y to $7.1 billion and a record adjusted operating margin of 6.5%. We think data center revenue tracking toward $6.5 billion (+35% Y/Y) validates management's strategic pivot, and we see FLEX as a key beneficiary of hyperscaler capex. We believe partnerships with NVIDIA and LG, combined with its integrated modular platform, strengthen FLEX's competitive moat in power and cooling solutions. In our view, margin expansion also has runway as favorable mix and operational efficiencies persist (achieved 6%+ margins a year ahead of plan).

MT Newswires does not provide investment advice. Unauthorized reproduction is strictly prohibited.

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> **Disclaimer**: This article is for reference only and does not constitute any investment advice.